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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: sag who wrote (2286)	11/20/1998 5:05:00 AM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 5390

Competition, cdma2000 argument irrelevancy and "blackmail" The term was "blackmailing the industry" and not specifically Ericsson. Also radio spectrum has to be available for WCDMA, see below: If, as Qcom have done, a company says they have essential IPR and will withhold from granting licenses, then the standardization process is stalled. The "fairness principles" are actually demands that need to be satisfied. It can be then said that they are holding the industry to ransom. The fact a court case is looming that might empower Ericsson to employ the same tactic over Qualcomm, not just for cdma2000, but also IS-95 seems to be overlooked. No matter ho informed an opinion may be, we wil all know more once the court case is finalized. If it is proved that Qcom have IPR related to UMTS/WCDMA and Ericy also win in court, then the likely scenario is cross-licensing. If that happens expect to see Ericsson enter the cdma handset business (and almost certainly not the IS-95 infrastructure business). Another note, IMT-2000 services were meant to be in a newly gained radio spectrum of 2GHz. No country, to my knowledge, has issued licenses in that band for 3G yet. During the summer of 1999 Britain is likely to be the first country to auction licenses for UMTS, closely followed by Finland. Only then can something like WCDMA be deployed, and it will. Manufacturers of WCDMA are currently marketing to current 2G operators (Lucent, Motorola, Ericsson and Nokia are doing so for sure). It is likely that Britain and other countries, in the interests of competition, will be looking for new entrants in to the market (which also makes the cdma2000 arguments irrelevant). Of course all above is IMHO. Regards, Mika

To: sag who wrote (2286)	11/20/1998 10:01:00 PM
From: P2V	Read Replies (2) \| Respond to of 5390

Hi sag, With all due respect, we will all make more money by not allowing ourselves to become emotionally involved with any particular company, or their technology. From a practical standpoint -- If we had invested in Ericy on October 2nd, we would have gained 19 percent. If we had invested in Qcom on October 2nd, we would have gained 13 percent. (Now that sure beats a money market account.) Rest assured that both Ericsson and Qcom will dance around, beat their chests, threaten lawsuits over IPRs, etc. But come February, they will realize that they must come to a sensible agreement, in order to make money; if not to survive. As Mika states, Ericsson will be producing CDMA phones, and Qcom will realize that, in order to make money, they will have to sell their technology to Ericsson at a fair price. Like it or not, we will go on living in a world where two, not necessarily compatible, 3G systems exist. And some smart people will make phones (most likely using smart card technology) which will operate on both systems. And, if we are bright enough we will make money, by investing in their products. BTW, we are presently getting nicely, with no less than 3 incompatible Television systems. No doubt we will get along with the new (incompatible) 3G systems as well. Relax, enjoy life. Trust me, life is too short to worry about a minor dispute about two technologies, which both be obsolete in a few years. I wish you the best. Hang in there, and please don't worry about the little things, which will soon be of little or no consequence. Best Regards, and good luck in your investments. Mardy Marshall.

To: sag who wrote (2286)	11/21/1998 4:12:00 PM
From: CDMQ	Read Replies (1) \| Respond to of 5390

Sag, You may be on to something here. Remember, some 60 companies pay some amount to QCOM now for their IPR. To be sure that they are not paying for nothing, these companies have their patent attorneys check out the claims. Their conclusion: to use any form of CDMA and it's components economically, including "soft handoff" technology they have to pay QCOM. Remember in the USA anyone can sue anyone for almost anything. These are usually called nuisance suits. As one Lucent attorney said,"ERICY's claims to CDMA technology don't pass the "HA HA" test". This is exactly why there are are NO commercial WCDMA systems in operation now. You're right, if ERICY could migrate to this superior technology they would have done it long ago. You have to watch what ERICY does not what they say. ERICY has been a great company. They will come around when the have to face the inevitable court decision. Best,